earnings
confidence high
sentiment positive
materiality 0.75
Peloton Q1 net income $14M, Adj EBITDA $118M beats guidance; raises FY26 outlook
PELOTON INTERACTIVE, INC.
2026-Q1 EPS reported
$0.03
revenue$550,800,000
- GAAP net income $14M (vs -$1M YoY); Adjusted EBITDA $118M, $18M above guidance high end.
- Revenue $551M, down 6% YoY but above guidance; gross margin 51.5% down 30bps.
- Paid Connected Fitness Subs 2.732M, down 164K YoY; above guidance by 2K.
- Free Cash Flow $67M, up $57M YoY.
- Raises full-year FY2026 Adjusted EBITDA guidance; Q2 revenue guidance $665-685M.